Emerging Trends and Challenges

Profile of OzForex Transaction
FT Partners / OzForex Relationship Overview
History
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FT Partners was the exclusive Financial, Strategic and IPO advisor to Sydney, Australia-based OzForex and its
management team throughout the process
Over the course of the relationship, FT Partners provided strategic and financial advisory services to OzForex
and completed a competitive dual-track M&A / sale and IPO process
Pre-Process
Preparation
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FT Partners worked with OzForex for several months prior to engaging potential M&A / sale buyers and
introducing underwriters into the process, in order to facilitate a well-planned dual-track process
During this period, FT Partners and OzForex management developed highly-detailed management and
financial presentations to properly position OzForex to potential investors, underwriters and research analysts
The Company was well-prepared by FT Partners, contributing to a seamless and timely IPO process once
underwriters became involved
M&A Sale
Process
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FT Partners ran a highly-competitive sale process with select strategic and financial parties; all parties knew
fully that FT Partners was also orchestrating the potential simultaneous IPO track
The trade sale process resulted in multiple competitive bids which were timed with the IPO process to
maximize shareholder optionality
IPO Process
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OzForex and FT Partners ran a competitive underwriter selection process yielding strong valuations, AFTER
FT Partners had completed the valuation, full preparation work and launched the M&A process
FT Partners’ participation as OzForex’s advisor facilitated a simplified and expedited “time-to-market” period
due to the significant amount of up-front work that had been completed prior to engaging the underwriters
Structured and managed a unique “club” investor IPO process, along with underwriters / accountants / legal,
designed to optimize alternatives, valuation and liquidity
Flawless
Execution
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With assistance from FT Partners, the Company was able to effectively balance the demands of both the M&A
/ sale and IPO processes, along with the day-to-day operations of the business
The M&A / sale and the IPO processes were timed in order for valuation and optionality to be maximized, and
ultimately the board decided to pursue an IPO
Transaction represents the largest IPO of an Australian company in 2013 to date
Stock has preformed very well since launch
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